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GetAccept

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Salesforce and

GetAccept

Integration Guide

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GetAccept integration Salesforce

How does it work?

Streamline your workflows

Use GetAccept's seamless integration with Salesforce to streamline your workflows. Create dynamic sales collateral directly from Salesforce.You can enjoy GetAccept’s functionality of the web environment without having to leave Salesforce.

Speed up your sales process

Speed up your sales process with dynamic templates and utilize GetAccept’s DealScore to learn how to close more deals. You can automatically build personalized offers based on your Salesforce data. Create, populate, develop, track, and manage all proposals in one place.

Personalized communication is a key

GetAccept allows you to personalize sales collateral at scale and equips sales teams with the right content for every part of the sales process, dramatically increasing close rates. GetAccept will tell you what parts they spent time on and inform you about any new stakeholder that has been forwarded your content.

Secure and legally binding eSignature

With the GetAccept integration with Salesforce CRM, you can easily close all deals with a one-click legally-binding eSignature. Send any document for electronic signature or collect it in-person, when the signature is completed, send the signed PDF copy automatically back to your Salesforce CRM for storage. AI and real-time analytics will give you even more insights on how to identify and close deals that are stuck in the valley of death.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
GetAccept
and Salesforce Integration

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Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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